Jessica Sacks joined our team as an Operations Consultant in March 2018. Jessica quickly became an integral part of the Operations team. We are grateful for Jessica’s support and contributions each day. In order to get to know Jessica a bit better we asked her a series of questions. Here are her responses: …

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…

Nan McCarroll joined our team as an Executive Assistant to Managing Partners in early 2018. Nan is a wonderful addition to the Support Team and is key in helping our Partners in their daily work, as well as contributing to the Support Team’s overall function. In order to get to know Nan a bit better…